Fundamental research focused on overlooked companies and special situations.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 103 | Founded | 4 years ago | Last Issue | 14 days ago |
| Active | |||||
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clarksquarecapital.comLatest Issues
Pausing Ultimate Value for a bit
Hi everyone,
A quick personal note. My wife and I just had a baby, and the first few weeks are eating up way more time than I planned. So I’m putting Ultimate Value on pause for now.
Billing is paused, so you won’t be charged in the inte...
QP 26: An attractive remainco opportunity
Sale of a large asset leads to an attractive r/r
Hello Ultimate Value readers,
Operational inflection + GLP-1 winner
A solid r/r with almost half of the market cap in net cash and inflecting fundamentals
Hello, Ultimate Value readers!
Special Situations Digest is spinning off
Hi all,
The Special Situations Digest is leaving Substack. New home: specialsitsdigest.com. The first issue from the new platform goes out this Sunday.
Check it out here
You’re already set up. I’ll send a test email from the new site in...
Special Situations Digest #9 [April 5, 2026]
Special Situations Digest
Hi Special Sits Digest readers,
Welcome to the 9th edition of our weekly Special Situations Digest.
I continue to work on making this product better every single run. This week, lots of new sources (hence a lo...
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Global investor. Under-the-radar stocks and special situations.
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